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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1551017 NEW YORK, NY
Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$1,665,300
-$908,969 QoQ
Shares Held
7,254
-39.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#525
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $3,645,442 across 7 Insurance Brokers names. AJG ranks #1 (45.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
This page 		7,254 $1,665,300
2 MRSH
Marsh & Mclennan Companies, Inc.
 6,981 $1,163,523
3 AON
Aon plc
 2,197 $728,722
4 WTW
Willis Towers Watson PLC
 254 $66,387
5 BRO
Brown & Brown, Inc.
 238 $15,267
6 ERIE
Erie Indemnity Co
 25 $5,993
7 CRVL
Corvel Corp
 4 $250

All Filings in AJG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,665,300 7,254
2026-03-31 $2,574,269 11,886
2025-12-31 $3,516,438 13,588
2025-09-30 $5,063,629 16,348
2025-06-30 $5,100,792 15,934
2025-03-31 $6,748,751 19,548
2024-12-31 $5,602,063 19,736
2024-09-30 $5,386,547 19,144
2024-06-30 $5,114,889 19,725
2024-03-31 $4,795,017 19,177
2023-12-31 $3,947,093 17,552
2023-09-30 $3,644,828 15,991
2023-06-30 $6,574,145 29,941
2023-03-31 $6,121,154 31,996
2022-12-31 $5,489,342 29,115
2022-09-30 $4,994,829 29,172
2022-06-30 $4,691,802 28,777
2022-03-31 $5,012,591 28,709
2021-12-31 $5,009,846 29,527
2021-09-30 $2,629,321 17,688
2021-06-30 $2,554,779 18,238
2021-03-31 $2,476,310 19,847
2020-12-31 $2,316,098 18,722
2020-09-30 $1,689,702 16,004
2020-06-30 $860,641 8,828
2020-03-31 $959,046 11,766

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